Civic Intelligence

Kaufman & Seargeant, Cpas

Plan context: Kaufman & Seargeant Profit Sharing Plan

EIN 95-6936048 • Westlake Village, CA • 26 filings • 1 plans

250 North Westlake BoulevardSuite 205Westlake Village, CA 91362
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,285,707

2024 Contributions

$232,792

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,285,707$1,142,854$0199920132024YearValue
$2,285,707Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

950199920122024YearValue
8Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202418$2,285,707$232,792$29,099iApproximate average salary by contribution assumption: employee only about $727,475 at 4% or $484,983 at 6%; with 50% employer match about $484,983 at 4% or $323,322 at 6%; with 100% employer match about $363,738 at 4% or $242,492 at 6%.
Kaufman & Seargeant Profit Sharing Plan-8$2,285,707$232,792$29,099iApproximate average salary by contribution assumption: employee only about $727,475 at 4% or $484,983 at 6%; with 50% employer match about $484,983 at 4% or $323,322 at 6%; with 100% employer match about $363,738 at 4% or $242,492 at 6%.
202317$1,760,159$85,770$12,253iApproximate average salary by contribution assumption: employee only about $306,321 at 4% or $204,214 at 6%; with 50% employer match about $204,214 at 4% or $136,143 at 6%; with 100% employer match about $153,161 at 4% or $102,107 at 6%.
Kaufman & Seargeant Profit Sharing Plan-7$1,760,159$85,770$12,253iApproximate average salary by contribution assumption: employee only about $306,321 at 4% or $204,214 at 6%; with 50% employer match about $204,214 at 4% or $136,143 at 6%; with 100% employer match about $153,161 at 4% or $102,107 at 6%.
202219$1,260,465$81,349$9,039iApproximate average salary by contribution assumption: employee only about $225,969 at 4% or $150,646 at 6%; with 50% employer match about $150,646 at 4% or $100,431 at 6%; with 100% employer match about $112,985 at 4% or $75,323 at 6%.
Kaufman & Seargeant Profit Sharing Plan-9$1,260,465$81,349$9,039iApproximate average salary by contribution assumption: employee only about $225,969 at 4% or $150,646 at 6%; with 50% employer match about $150,646 at 4% or $100,431 at 6%; with 100% employer match about $112,985 at 4% or $75,323 at 6%.
202118$1,284,267$80,707$10,088iApproximate average salary by contribution assumption: employee only about $252,209 at 4% or $168,140 at 6%; with 50% employer match about $168,140 at 4% or $112,093 at 6%; with 100% employer match about $126,105 at 4% or $84,070 at 6%.
Kaufman & Seargeant Profit Sharing Plan-8$1,284,267$80,707$10,088iApproximate average salary by contribution assumption: employee only about $252,209 at 4% or $168,140 at 6%; with 50% employer match about $168,140 at 4% or $112,093 at 6%; with 100% employer match about $126,105 at 4% or $84,070 at 6%.
202018$1,055,393$57,364$7,171iApproximate average salary by contribution assumption: employee only about $179,263 at 4% or $119,508 at 6%; with 50% employer match about $119,508 at 4% or $79,672 at 6%; with 100% employer match about $89,631 at 4% or $59,754 at 6%.
Kaufman & Seargeant Profit Sharing Plan-8$1,055,393$57,364$7,171iApproximate average salary by contribution assumption: employee only about $179,263 at 4% or $119,508 at 6%; with 50% employer match about $119,508 at 4% or $79,672 at 6%; with 100% employer match about $89,631 at 4% or $59,754 at 6%.
201914$1,002,106$0-
Kaufman & Seargeant Profit Sharing Plan-4$1,002,106--
201814$801,855$0-
Kaufman & Seargeant Profit Sharing Plan-4$801,855$0-
201714$802,866$0-
Kaufman & Seargeant Profit Sharing Plan-4$802,866$0-
201614$644,441$0-
Kaufman & Seargeant Profit Sharing Plan-4$644,441$0-
201514$572,022$0-
Kaufman & Seargeant Profit Sharing Plan-4$572,022$0-
201417$557,090$0-
Kaufman & Seargeant Profit Sharing Plan-7$557,090$0-
201317$515,226$49,571$7,082iApproximate average salary by contribution assumption: employee only about $177,039 at 4% or $118,026 at 6%; with 50% employer match about $118,026 at 4% or $78,684 at 6%; with 100% employer match about $88,520 at 4% or $59,013 at 6%.
Kaufman & Seargeant Profit Sharing Plan-7$515,226$49,571$7,082iApproximate average salary by contribution assumption: employee only about $177,039 at 4% or $118,026 at 6%; with 50% employer match about $118,026 at 4% or $78,684 at 6%; with 100% employer match about $88,520 at 4% or $59,013 at 6%.
201218$409,599$0-
Kaufman & Seargeant Profit Sharing Plan-8$409,599$0-
201118$367,996$0-
Kaufman & Seargeant Profit Sharing Plan-8$367,996$0-
201018$376,832$0-
Kaufman & Seargeant Profit Sharing Plan-8$376,832$0-
200918$340,911$0-
Kaufman & Seargeant Profit Sharing Plan-8$340,911$0-
200817$290,266$0-
Kaufman & Seargeant Profit Sharing Plan-7$290,266--
200717$0$0-
Kaufman & Seargeant Profit Sharing Plan-7---
200617$369,540$94,985$13,569iApproximate average salary by contribution assumption: employee only about $339,232 at 4% or $226,155 at 6%; with 50% employer match about $226,155 at 4% or $150,770 at 6%; with 100% employer match about $169,616 at 4% or $113,077 at 6%.
Kaufman & Seargeant Profit Sharing Plan-7$369,540$94,985$13,569iApproximate average salary by contribution assumption: employee only about $339,232 at 4% or $226,155 at 6%; with 50% employer match about $226,155 at 4% or $150,770 at 6%; with 100% employer match about $169,616 at 4% or $113,077 at 6%.
200514$255,505$89,900$22,475iApproximate average salary by contribution assumption: employee only about $561,875 at 4% or $374,583 at 6%; with 50% employer match about $374,583 at 4% or $249,722 at 6%; with 100% employer match about $280,938 at 4% or $187,292 at 6%.
Kaufman & Seargeant Profit Sharing Plan-4$255,505$89,900$22,475iApproximate average salary by contribution assumption: employee only about $561,875 at 4% or $374,583 at 6%; with 50% employer match about $374,583 at 4% or $249,722 at 6%; with 100% employer match about $280,938 at 4% or $187,292 at 6%.
200413$163,459$41,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
Kaufman & Seargeant Profit Sharing Plan-3$163,459$41,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
200315$118,413$0-
Kaufman & Seargeant Profit Sharing Plan-5$118,413--
200217$112,258$41,904$5,986iApproximate average salary by contribution assumption: employee only about $149,657 at 4% or $99,771 at 6%; with 50% employer match about $99,771 at 4% or $66,514 at 6%; with 100% employer match about $74,829 at 4% or $49,886 at 6%.
Kaufman & Seargeant Profit Sharing Plan-7$112,258$41,904$5,986iApproximate average salary by contribution assumption: employee only about $149,657 at 4% or $99,771 at 6%; with 50% employer match about $99,771 at 4% or $66,514 at 6%; with 100% employer match about $74,829 at 4% or $49,886 at 6%.
200113$0$0-
Kaufman & Seargeant Profit Sharing Plan-3---
200016$0$0-
Kaufman & Seargeant Profit Sharing Plan-6---
199915$63,588$27,136$5,427iApproximate average salary by contribution assumption: employee only about $135,680 at 4% or $90,453 at 6%; with 50% employer match about $90,453 at 4% or $60,302 at 6%; with 100% employer match about $67,840 at 4% or $45,227 at 6%.
Kaufman & Seargeant Profit Sharing Plan-5$63,588$27,136$5,427iApproximate average salary by contribution assumption: employee only about $135,680 at 4% or $90,453 at 6%; with 50% employer match about $90,453 at 4% or $60,302 at 6%; with 100% employer match about $67,840 at 4% or $45,227 at 6%.